Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History

Simplicity Wealth,Llc

$4.32 Billion
Q2 2024

A detailed history of Simplicity Wealth,Llc transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Simplicity Wealth,Llc holds 10,167 shares of AVUV stock, worth $971,558. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,167

Holding current value

$971,558

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 10, 2024	BUY	$86.93 - $93.77 $883,817 - $953,359	10,167 New	10,167 $912,000

Others Institutions Holding AVUV

# of Institutions

671

Shares Held

88M

Call Options Held

14.4K

Put Options Held

4.2K

Creative Planning Overland Park, KS

5.79M
Shares

$553 Million
0.56% of portfolio
Merriman Wealth Management, LLC

3.66M
Shares

$349 Million
14.89% of portfolio
Lpl Financial LLC Fort Mill, SC

3.4M
Shares

$325 Million
0.16% of portfolio
Morgan Stanley New York, NY

2.97M
Shares

$284 Million
0.02% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

2.73M
Shares

$261 Million
15.17% of portfolio

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About AMERICAN CENTY ETF TR AVANTIS

Ticker AVUV
Sector ETFs
Industry ETFs

More about AVUV

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Simplicity Wealth,Llc American Centy ETF Tr Avantis Transaction History